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Portfolio » SOFI - SoFi Technologies, Inc. SOFI Earnings & Dividends

SOFI — Projected Income - DEMO PORTFOLIO
Monthly
$0
Weekly
$0
Daily
$0
SOFI Value
$9,430
P&L
$6,965 (+282.6%)
Total Dividends
$0
12-mo FWD Income
$0
FWD Yield
0.00%
Yield-on-Cost
0.00%

SOFI — Holdings Details

Total Shares:515.00
Total Value:$9,430
Total Dividends:$0
Total Return:$6,965 (+282.6%)
SOFI Last Price:$18.31
Forward Dividend:$0.00
Forward Yield:0.00%
Yield on Cost:0.00%

SOFI — Position Breakdown

Cost Basis: $2,465
DRIP Value: $0
Dividends: $0
Unrealized G/L: $6,965

SOFI — by Broker

BrokerBase SharesDRIP SharesTotal SharesDividendsCostValueReturn%
Robinhood100.000.00100.00$0.00$460.00$1,831.00+298.0%
SoFi415.000.00415.00$0.00$2,004.90$7,598.65+279.0%
ALL515.000.00515.00$0.00$2,464.90$9,429.65+282.6%

SOFI — Stock Lots

Buy DateSharesCost/ShareCost BasisValueReturnActionBroker
2023-02-03 15.00 $4.86 $73 $275 $202 (+276.7%) SoFi
2022-09-13 100.00 $4.60 $460 $1,831 $1,371 (+298.0%) Robinhood
2022-08-29 400.00 $4.83 $1,932 $7,324 $5,392 (+279.1%) SoFi
TOTAL 515.00 $4.79 $2,465 $9,430 $6,965 (+282.6%)

SOFI — Sales Events

Sale DateSharesSale PriceCost Basis (Total)ProceedsP&LActionBroker

SOFI — DRIP Events

DRIP is portfolio-wide.
Start DateEnd DateStatusBrokerAction
2022-08-29 Active

SOFI — Complete History

DateEventStart SharesChangeDiv AmtDRIP SharesExec PriceClose PriceEnd SharesTotal ValueBroker
2023-02-03 BUY 400.00 +15.00 $4.86 $7.46 415.00 $3,095.90 SoFi
2022-09-13 BUY 0.00 +100.00 $4.60 $5.84 100.00 $584.00 Robinhood
2022-08-29 BUY 0.00 +400.00 $4.83 $6.00 400.00 $2,400.00 SoFi
TOTALS: $0.00 +0.00 515.00 $9,429.65
Whole portfolio

SOFI — DRIP Shares Accumulated

DateStart SharesDiv/ShareTotal DivPriceDRIP SharesEnd SharesBroker